Is an ESOP the right exit strategy for your business?
While ESOP transactions often deliver a fair market price, they can offer substantial tax benefits to the seller and to the company itself
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While ESOP transactions often deliver a fair market price, they can offer substantial tax benefits to the seller and to the company itself
When it comes to building and preserving wealth, most investors understand the importance of asset allocation — determining the right mix of stocks, bonds and other investments based on their risk. But there’s another layer of strategy that often gets overlooked: asset location.
Achieving financial independence — that is, living comfortably while knowing your money will last — is a goal shared by many.
The New Hampshire Business Finance Authority (BFA) board of directors has approved a financing structure that will make New Hampshire the first state in the world to issue a municipal bond backed by bitcoin.
Tax planning after the One Big Beautiful Bill
While ESOP transactions often deliver a fair market price, they can offer substantial tax benefits to the seller and to the company itself
One Big Beautiful Bill Act further complicates the picture
Cisco crashed in 2000 and took 25 years to reach new all-time highs
The GENIUS Act, New Hampshire guidance and tax ramifications
Robert “Bob” Magan has more than 25 years of experience managing money for individuals, nonprofits, charitable organizations and municipalities throughout New England.